Daniel Murphy
2007
2-4 Employees
3040058 (Illinois)
IL
Elmhurst, Winfield, Wheaton, Naperville, Chicago, IL
10
Prior to Winfield Wealth/HBW, Dan partnered with major firms including Merrill Lynch, Charles Schwab, and Fidelity, as well as independent advisory firms and institutional asset managers to form his unique perspective on how advisors best serve their clients. His background includes significant experience in large-scale client service, product management and institutional cooperation and partnership. Dan has sold 401k and other retirement plan services to small and mid-sized businesses, building an understanding of entrepreneurs and fostering strong relationships with their employees. Leveraging all of the above experience, Dan partnered with associates in 2016/2017 to build a client-centered financial advisory firm, growing to $100M in total assets in under 10 years. Our firm was built as a member of the Dave Ramsey Program, promoting responsible budget management to assist in reaching "Financial Peace" through the "Baby Steps" approach! We have also partnered with retirement planning teaching programs, federal employee assistance, 401k, among others. Winfield Wealth is an education-focused firm, both for ourselves and our clients. As an Independent Advisory firm and Fiduciary, we have no allegiance to direct our recommendations in any way other than the best interests of our clients!
Individual Investors
Financial Advice & Consulting, Insurance Products & Annuities, Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Risk Management, Financial Planning for Individuals, Education Funding and Planning
Long Term Care, Disability, Annuity, Health, Life, Variable Annuity
Exchange Traded Funds (ETFs), Mutual Funds, Insurance, Annuities, Stocks, Bonds, Options & Futures, Socially Responsible Investments (SRI)
Yes
Video Conference, Our Office, Phone, Email
Fee-Based
$100K+
Commissions, Based on Assets
500+
250+
250+
$1B+
85
85
25
$30,000,000
WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest.
Additional Detailed Disclosures
Investment advisory services offered through HBW Advisory Services LLC, dba Winfield Wealth Advisors, LLC. Caleb Svoboda, Jennie Fleming, Dan Murphy and Sean Cisney are Investment Advisor Representatives. HBW Insurance & Financial Services, Inc. dba HBW Partners, HBW Advisory Services and Winfield Wealth Advisors. LLC are separate entities which do not offer legal or tax advice.
